WEALTH SIMPLIFICATION Trademark

Trademark Overview


On Wednesday, November 17, 2004, a trademark application was filed for WEALTH SIMPLIFICATION with the United States Patent and Trademark Office. The USPTO has given the WEALTH SIMPLIFICATION trademark a serial number of 76621071. The federal status of this trademark filing is REGISTERED AND RENEWED as of Tuesday, January 19, 2016. This trademark is owned by The Trustee of the Birgen Family Trust dated 11/05/1990, the trustee comprising Robert M. Birgen, a US Citizen. The WEALTH SIMPLIFICATION trademark is filed in the Insurance & Financial Services and Education & Entertainment Services categories with the following description:

Personal coaching services in the field of lifestyle; educational services, namely, providing workshops for personal and financial goal setting and achievement

Providing consultation and advice in the fields of financial portfolio and legacy planning
wealth simplification

General Information


Serial Number76621071
Word MarkWEALTH SIMPLIFICATION
Filing DateWednesday, November 17, 2004
Status800 - REGISTERED AND RENEWED
Status DateTuesday, January 19, 2016
Registration Number3048087
Registration DateTuesday, January 24, 2006
Mark Drawing4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form
Published for Opposition DateTuesday, November 1, 2005

Trademark Statements


Goods and ServicesPersonal coaching services in the field of lifestyle; educational services, namely, providing workshops for personal and financial goal setting and achievement
Goods and ServicesProviding consultation and advice in the fields of financial portfolio and legacy planning
NOT AVAILABLE"WEALTH"

Classification Information


International Class036 - Insurance; financial affairs; monetary affairs; real estate affairs.
US Class Codes100, 101, 102
Class Status Code6 - Active
Class Status DateThursday, July 28, 2005
Primary Code036
First Use Anywhere DateMonday, June 28, 2004
First Use In Commerce DateMonday, June 28, 2004

International Class041 - Education; providing of training; entertainment; sporting and cultural activities.
US Class Codes100, 101, 107
Class Status Code6 - Active
Class Status DateThursday, December 2, 2004
Primary Code041
First Use Anywhere DateMonday, June 28, 2004
First Use In Commerce DateMonday, June 28, 2004

Trademark Owner History


Party NameThe Trustee of the Birgen Family Trust dated 11/05/1990, the trustee comprising Robert M. Birgen, a US Citizen
Party Type30 - Original Registrant
Legal Entity Type17 - Trust
AddressDiamond Bar, CA 91765

Party NameThe Trustee of the Birgen Family Trust dated 11/05/1990, the trustee comprising Robert M. Birgen, a US Citizen
Party Type20 - Owner at Publication
Legal Entity Type17 - Trust
AddressDiamond Bar, CA 91765

Party NameThe Trustee of the Birgen Family Trust dated 11/05/1990, the trustee comprising Robert M. Birgen, a US Citizen
Party Type10 - Original Applicant
Legal Entity Type17 - Trust
AddressDiamond Bar, CA 91765

Trademark Events


Event DateEvent Description
Thursday, December 2, 2004NEW APPLICATION ENTERED
Wednesday, June 22, 2005ASSIGNED TO EXAMINER
Friday, June 24, 2005NON-FINAL ACTION WRITTEN
Friday, June 24, 2005NON-FINAL ACTION MAILED
Tuesday, July 19, 2005TEAS RESPONSE TO OFFICE ACTION RECEIVED
Tuesday, July 19, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Thursday, July 28, 2005TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, July 29, 2005FINAL REFUSAL WRITTEN
Monday, August 1, 2005FINAL REFUSAL MAILED
Wednesday, August 10, 2005TEAS RESPONSE TO OFFICE ACTION RECEIVED
Wednesday, August 10, 2005CORRESPONDENCE RECEIVED IN LAW OFFICE
Wednesday, August 17, 2005ASSIGNED TO LIE
Wednesday, August 17, 2005TEAS/EMAIL CORRESPONDENCE ENTERED
Friday, August 19, 2005APPROVED FOR PUB - PRINCIPAL REGISTER
Thursday, September 1, 2005LAW OFFICE PUBLICATION REVIEW COMPLETED
Wednesday, October 12, 2005NOTICE OF PUBLICATION
Tuesday, November 1, 2005PUBLISHED FOR OPPOSITION
Tuesday, January 24, 2006REGISTERED-PRINCIPAL REGISTER
Tuesday, March 8, 2011CANCELLATION INSTITUTED NO. 999999
Friday, March 18, 2011TEAS SECTION 8 RECEIVED
Saturday, March 19, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Monday, March 21, 2011REGISTERED - SEC. 8 (6-YR) ACCEPTED
Friday, April 22, 2011CANCELLATION TERMINATED NO. 999999
Friday, April 22, 2011TTAB RELEASE CASE TO TRADEMARKS
Friday, April 22, 2011CANCELLATION DENIED NO. 999999
Friday, June 10, 2011TEAS SECTION 15 RECEIVED
Friday, July 1, 2011CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Friday, July 1, 2011REGISTERED - SEC. 15 ACKNOWLEDGED
Thursday, October 29, 2015TEAS SECTION 8 & 9 RECEIVED
Saturday, January 9, 2016CASE ASSIGNED TO POST REGISTRATION PARALEGAL
Tuesday, January 19, 2016REGISTERED - SEC. 8 (10-YR) ACCEPTED/SEC. 9 GRANTED
Tuesday, January 19, 2016REGISTERED AND RENEWED (FIRST RENEWAL - 10 YRS)
Tuesday, January 19, 2016NOTICE OF ACCEPTANCE OF SEC. 8 & 9 - E-MAILED
Friday, January 24, 2025COURTESY REMINDER - SEC. 8 (10-YR)/SEC. 9 E-MAILED